Introduction
In this article, you'll find all the necessary steps to create your first Insight, along with a complete guide to the icons in the interface.
If you plan to create multiple Insights with a similar structure, we recommend using the Themes feature. With Themes, you can create a base layout to reuse, saving time while still being able to customize each Insight to fit your needs.
To learn all the ways you can use Themes, check out the dedicated article:
Create an insight
Step 1: Create a new blank sheet
Click the icon at the top right and select the blank sheet to start creating your insight. If you haven’t created a custom theme yet, the blank sheet will be the only available option.
Step 2: Enter the essential details
Fill in the required fields: Title and Subtitle.
You can also add a cover image and tags, useful for organizing and filtering your Insights.
If you plan to share your Insight with an international audience, use the multilingual menu to translate the details into English or French.
Once you've filled in the details, you can click "HIDE DETAILS" to dedicate the full layout space to your content.
Step 3: Add content
Content insertion is covered in detail in the article:
For now, you can proceed to Step 4 to save your Insight and refer to the article above when you're ready to add content.
Step 4: Save
Save your Insight by clicking the icon, then click the icon in the top left corner to exit the page.
The icon lets you preview your Insight in full screen.
Important: Always remember to save your changes before leaving! Saving is not automatic, so you may lose any changes if you close the page without saving.
Other insight features
Edit
To edit an existing Insight, select it and click the icon to enter editing mode.
To customize your Insight and add content, read the article:
Export, duplicate, and delete
Dopo aver selezionato l’insight, clicca l'icona e scegli una delle seguenti opzioni:
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Preview Insight: lets you view a full-screen preview of your Insight. Click the icon in the top left to exit preview mode.
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Export insight: choose whether to export your Insight via Email or Link.
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Duplicate insight: opens a copy of the selected Insight. To complete the duplication process, click the icon and then click the icon in the top left to exit the page.
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Delete insight: permanently removes the content.
Important: Deletion is irreversible. Once deleted, the Insight cannot be recovered.
Multilingual management
Insights can be created in Italian, English, and French.
To add content in multiple languages:
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Select the insight.
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Use the dropdown menu at the top to switch languages.
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Fill in the fields in the new language. You can also use the Copy from English or Copy from French options.
Note: Translations are not automatic – content must be manually translated and entered into the respective language versions.